Press Enter to search · ESC to close

US Stocks

Duan Yongping’s Fund cuts Nvidia, Google; adds Alibaba

H&H International Investment, managed by Duan Yongping, reduced its total holdings to $19.1 billion by Q2, down from $20 billion. The fund increased positions in PDD, Berkshire Hathaway, and Disney, while making a new investment in Alibaba. It significantly cut stakes in Nvidia, Google, and Microsoft, and exited TSMC and CrowdStrike.

Original source

AI take

The notable signal here is the rotation away from the AI-hardware and platform names that have driven recent positioning, toward China consumer exposure and Berkshire's diversified cash-generative model. Duan's new Alibaba stake, alongside an existing PDD position, suggests a deliberate tilt toward Chinese e-commerce rather than a broad emerging-market call. Whether other large funds follow this rotation out of Nvidia, Google, and Microsoft, and how Alibaba's stake is built on, is the open question.

Generated by AI for reference only.

Share

Related News

TREE NEWS share card
Long-press image above → Save to Photos / Share
Pitch us Feedback